Aid Association For Lutherans (Appleton)

Name: Aid Association For Lutherans
Address: 4321 North Ballard Road, Appleton, WI, 54919 0001
Telephone: 920-734-5721

Aid Association For Lutherans is a large advisory firm based in Appleton. It manages $8.84 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Aid Association For Lutherans provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aid Association For Lutherans: assets under management

The assets under management (AUM) of Aid Association For Lutherans is $8.84 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.84 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.42 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aid Association For Lutherans for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Aid Association For Lutherans

James Henry Scott has been acting as President since 1 May 1998. James Herman Abitz has served as the Chief Investment Officer since 1 Jun 1999. Larry Aaron Robbins joined the executive team most recently as the Sr. Vp & Chief Information Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Raymond Glenn Avischious	Director	1 May 1977	Other	4461807
Robert Byron Peregrine	Director	1 Feb 1978	Other	4461870
Elizabeth Ann Duda	Director	1 May 1979	Other	4461821
Esther Marlene Wilson	Director	1 Jun 1981	Other	4461880
Robert Eugene Long	Director	1 Feb 1982	Other	4461869
Richard Eugene Beumer	Director	1 Feb 1987	Other	4461814
Robert Harold Hoffman	Director	1 Feb 1987	Other	4461868
Roger Graydon Wheeler	Director	1 Aug 1991	Other	4461879
Gary John Greenfield	Director	1 Jan 1993	Other	4461826
Kenneth Daly	Director	1 Feb 1994	Other	4461819
Kathi Pauline Seifert	Director	1 Dec 1994	Other	4461876
John Oren Gilbert	Director, president & ceo	1 Dec 1995	Other	2088601
Woodrow Eugene Eno	Secretary, generalcounsel & sr. vp	1 Jan 1996	Other	1038576
Thomas Richard Zehnder	Director	1 Jan 1997	Other	4461883
Paul Daniel Schrage	Director	1 Jan 1998	Other	4461873
James Henry Scott	Director	1 May 1998	Other	2890665
Robert Gary Same	Vp & chief compliance officer	1 Jun 1998	Other	409705
Walter Strom Rugland	Executive vp, coo	1 Jul 1998	Other	3167316
Carl Julius Rudolph	Controller, treasurer,cfo	1 Mar 1999	Other	3167313
James Herman Abitz	Chief investment officer	1 Jun 1999	Other	3070224
Karen Peting Goebel	Director	1 Aug 2000	Other	4464033
Robert Scott Zimmer	Director	1 Feb 2001	Other	4464028
John Oren Gilbert	Chairman of the board	1 Jan 2002	Other	2088601
Addie Joyner Butler	Director	1 Jan 2002	Other	4336375
James Morgan Hushagen	Director	1 Jan 2002	Other	4336400
Richard Callie Kessler	Director	1 Jan 2002	Other	1479918
Richard Charles Lundell	Director	1 Jan 2002	Other	314442
John Perry Mcdaniel	Director	1 Jan 2002	Other	4336433
Bruce Jay Nicholson	Director, chief exec. officer and president	1 Jan 2002	Other	2200207
Kurt Martin Senske	Director	1 Jan 2002	Other	4336470
Albert Kwing Wong Siu	Director	1 Jan 2002	Other	4336475
Paul W. Middeke	Director	1 Jan 2002	Other	4336559
Lawrence Wayne Stranghoener	Chief financial officer	1 Jan 2002	Other	714682
Jon Michael Stellmacher	Executive vice president	1 Jan 2002	Other	3134024
Pamela J Moret	Senior vice president, marketing	1 Jan 2002	Other	1092043
Randall Lee Boushek	Sr. vp & treasurer	1 Jan 2002	Other	4120176
Larry Aaron Robbins	Sr. vp & chief information officer	1 May 2002	Other	4558346

Based in Appleton

The principal office where Aid Association For Lutherans performs its advisory services is located at 4321 North Ballard Road, Appleton, WI 54919 0001, which is also the mailing address of the firm. An additional office of the firm is in Minneapolis, MN. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 920-734-5721 or by fax 920-628-6615. The normal business hours are 7am-11pm on Monday - Friday. You can find more information about the New York firm at www.aal.org.